Financial Management Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$250/hr

“For services based upon an hourly fee arrangement, the hourly rate generally ranges from $75 to 10 $250 per hour.”

Flat or project fee

$1,000⁠-⁠$25,000

“For services based on a fixed fee basis, fees typically fees range from $1,000 to $25,000, depending on the scope of services to be provided and the specific arrangement agreed upon with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Financial Management Strategies, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Thereafter, the client's fee will be payable at the beginning of each calendar quarter for such quarter and the fee will be based on the fair market value of the assets in the account on the last business day of the preceding calendar quarter.”
• “There is no additional fee charged for any subsequent deposits made to the Account during a quarter or any fee refund for any subsequent withdrawals made from the account during a quarter.”
• “If this Agreement is terminated or the account is closed for any reason, Adviser will refund to the client a pro-rata portion of any pre-paid, but unearned, fee paid for the current quarter.”

How Financial Management Strategies, Inc.’s fees compare

• Its hourly rate of $75-$250 is below the Ohio median of $250. 17% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$25,000 spans the Ohio median of $3,250. 94% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Financial Management Strategies, Inc.

• Firm size: 23 employees.
• Registered as an adviser: 2006 (20 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

No minimum stated in brochure

Clients

1,852

Employees

23

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$714,237,309

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

120818

Website

fmstrategies.biz (opens in new tab)

Phone

(216) 642-1099

Can advise clients in 20 states: Arizona, California, Colorado, Florida, Georgia, Kentucky, Maryland, Michigan, North Carolina, New Hampshire, Nevada, New York, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia

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